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Customer experience | Sales, Customer Insights,...
Unanswered

How to enable Quick Create for Quote Lines

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Posted on by 50

How do I enable the OOB quick create form for quote lines when adding them to a quote via subgrid?

I've enabled the "Enable quick create forms" in the Quote Lines table and also made sure to enable the form in App Designer, but I still get the main form when adding a quote line from the Quote subgrid.

Any suggestions?

AppDesigner.PNGQuoteLines.PNG

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi AidanM,

    Have you tried to clear the browser cache, or change a browser?

  • gisiquei Profile Picture
    Microsoft Employee on at

    Hello, sometimes changes in app designer can take some time and you need a browser refresh.

    In addition to that I would try to uncheck all, publish and later check the form that I would like to use.

  • Ravi Fulani Profile Picture
    836 on at

    I have faced similar problem before, I did publish all and at same time I opened my env in incognito window. Things went fine

    Try incognito mode, or log out and log in again in your current browser that might help.

  • Best Profile Picture
    5 on at

    Hi

    I have the same problem, but just happen with some users for my team the quick create is not hidden

    What can i do to solve ?

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